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Category Archives: Estate Planning

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Giving an Inheritance to Someone Receiving Government Benefits

Estate PlanningBy Susan GrahamSeptember 11, 2018

What if a loved one is receiving government disability benefits? How do you give them an inheritance? Susan Graham explains in this video.

Create Your Own Safety Net

Estate PlanningBy Susan GrahamAugust 6, 2018

What do you want people to know about you after you’re gone? Susan Graham discusses in this video.

What Happened to our Money?

Estate Planning, Aging, FinancialBy Susan GrahamJuly 31, 2018

Kathy was shocked when she read her mother’s bank statement. How could it be there was only $100 left? Where did the other $50,724 go? The family was planning to use the money to pay for care to assist her mother, Nancy, age eighty-six, had trouble walking and now was so forgetful she could not…

What about my passwords?

Estate PlanningBy Susan GrahamJuly 2, 2018

How will the people you rely on find your passwords if something happens to you? Susan Graham discusses in this this video.

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